Rick Larsen Stock Portfolio

Simulatedⓘ

Democratic · House · WA

Rick Larsen's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$222K

Unrealized P&L

$36K

+19.2%

Realized P&L

-$9K

Open Positions

Performance vs S&P 500

-1.2%

SPY +9.1%

α -10.3%

-3.4%

SPY +6.3%

α -9.7%

+2.6%

SPY +8.3%

α -5.6%

+0.2%

SPY +30.5%

α -30.4%

+15.1%

SPY +79.2%

α -64.2%

+29.3%

SPY +76.1%

α -46.8%

All

+40.8%

SPY +102.9%

α -62.2%

Head-to-head with S&P 500

Live Holdings25 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
COST	Costco Wholesale Corporation	23	$352.48	$1006.44	$23K	10.3%	+185.5%
GOOGL	Alphabet Inc	41	$195.49	$400.54	$16K	7.4%	+104.9%
GS	The Goldman Sachs Group Inc	17	$465.61	$936.07	$16K	7.3%	+101.0%
ESS	Essex Property Trust, Inc.	56	$287.55	$264.55	$15K	6.6%	-8.0%
FDX	FedEx Corp	29	$275.51	$378.97	$11K	5.0%	+37.5%
MSI	Motorola Solutions Inc	27	$292.74	$381.93	$10K	4.7%	+30.5%
WMT	Walmart Inc	78	$102.70	$130.58	$10K	4.6%	+27.1%
MA	Mastercard Inc	20	$393.96	$497.12	$10K	4.5%	+26.2%
AXP	American Express Co	30	$262.36	$315.62	$10K	4.3%	+20.3%
MRK	Merck & Co Inc	86	$93.01	$111.39	$10K	4.3%	+19.8%
AEP	American Electric Power Co Inc	69	$115.66	$130.64	$9K	4.1%	+12.9%
MMC	Marsh & McLennan Companies Inc	47	$170.96	$182.70	$9K	3.9%	+6.9%
SPGI	S&P Global Inc	20	$396.92	$418.81	$8K	3.8%	+5.5%
SYK	Stryker Corp	29	$271.50	$286.16	$8K	3.8%	+5.4%
WM	Waste Management Inc	37	$215.97	$215.88	$8K	3.6%	-0.0%
DRI	Darden Restaurants Inc	40	$199.77	$196.82	$8K	3.5%	-1.5%
META	Meta Platforms Inc	12	$648.69	$610.65	$8K	3.4%	-5.9%
CTAS	Cintas Corp	42	$188.72	$167.33	$7K	3.2%	-11.3%
PAYX	Paychex Inc	71	$112.88	$93.73	$7K	3.0%	-17.0%
TGT	Target Corp	51	$156.96	$125.07	$6K	2.9%	-20.3%
BR	Broadridge Financial Solutions Inc	35	$226.32	$149.59	$5K	2.4%	-33.9%
ABT	Abbott Laboratories	60	$133.74	$84.36	$5K	2.3%	-36.9%
GD	General Dynamics Corp	4	$228.98	$347.04	$1K	0.7%	+51.6%
UNP	Union Pacific Corporation	2	$207.24	$264.19	$609	0.3%	+27.5%
UNH	Unitedhealth Group Inc	1	$469.65	$378.22	$558	0.3%	-19.5%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →